See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,516 | $138,347-69.3% | $184,203-76.9% | $80,856-47.4% |
| Participation rate | 83.0% | 83.9%-0.9pp | 86.8%-3.8pp | 67.6%+15.3pp |
| Annual return | 13.26% | 20.02%-6.8pp | 28.81%-15.5pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,327 | $4,850-52.0% | $6,427-63.8% | $2,755-15.5% |
| Participant deferral / active EE | $4,444 | $7,071-37.1% | $9,131-51.3% | $4,296+3.5% |
| Admin fee / account holder | $6,647 | $10,483-36.6% | $13,901-52.2% | $6,918-3.9% |